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JEPCX vs TCBIX
JEPCX vs TCBIX Comparison
Open Charts JEPCX vs TCBIX
JEPCX vs TCBIX Comparison Chart in %
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JEPCX vs. TCBIX commentary
Jul 14, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JEPCX is a Buy and TCBIX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 5.07B vs. TCBIX (123M). JEPCX pays higher dividends than TCBIX: JEPCX (7.28) vs TCBIX (1.24). JEPCX was incepted earlier than TCBIX: JEPCX (8 years) vs TCBIX (13 years). TCBIX (1.57) is less costly to investors than JEPCX (1.34). JEPCX is a more actively managed with annual turnover of: 176.00 vs. TCBIX (121.00). TCBIX has a lower initial minimum investment than JEPCX: TCBIX (0) vs JEPCX (1000). JEPCX annual gain was more profitable for investors over the last year : 7.39 vs. TCBIX (6.55). JEPCX return over 5 years is better than : 36.33 vs. TCBIX (1.14).
| JEPCX | TCBIX | JEPCX / TCBIX | |
| Total Expense Ratio | 1.34 | 1.51 | 89% |
| Annual Report Gross Expense Ratio | 1.34 | 1.57 | 85% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 2.684 | 5.207 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.07B | 123M | 4,118% |
| Annual Yield % from dividends | 7.28 | 1.24 | 588% |
| Returns for 1 year | 7.39 | 6.55 | 113% |
| Returns for 3 years | 26.50 | 10.65 | 249% |
| Returns for 5 years | 36.33 | 1.14 | 3,175% |
| Returns for 10 years | N/A | 9.70 | - |
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